One Wealth Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

One Wealth Capital Management’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$362K	Sell	3,633 -4,614	-56%	-$465K	0.14%	82
2026 Q2	$843K	Buy	8,247 +5,341	+184%	+$551K	0.24%	58
2026 Q1	$303K	Sell	2,906 -75	-3%	-$7.72K	0.13%	85
2025 Q4	$305K	Sell	2,981 -1,372	-32%	-$141K	0.13%	95
2025 Q3	$450K	Buy	4,353 +955	+28%	+$98.5K	0.2%	61
2025 Q2	$350K	Buy	3,398 +1,357	+66%	+$139K	0.16%	73
2025 Q1	$211K	Buy	+2,041	New	+$208K	0.11%	102

Other funds holding STIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

One Wealth Capital Management's STIP Position: Q3 2026 in Review

One Wealth Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 56% in Q3 2026, selling an estimated $465K and leaving 3,633 shares worth $362K. The position accounts for 0.14% of the portfolio, ranked #82.

One Wealth Capital Management first reported a position in STIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $843K in Q2 2026. 547 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

One Wealth Capital Management held 3,633 shares of iShares 0-5 Year TIPS Bond ETF worth $362K as of Q3 2026.
One Wealth Capital Management sold 4,614 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $465K.
iShares 0-5 Year TIPS Bond ETF made up 0.14% of One Wealth Capital Management's portfolio in Q3 2026, its #82 holding.
One Wealth Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
One Wealth Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $843K in Q2 2026.
547 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.